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Discover how RGI’s modular insurance platform can accelerate your digital transformation.
360° portfolio management.
All in one place.
All in one place.
RGI’s advanced platform for insurance intermediaries centralizes portfolio management across clients, policies, claims, and technical accounting. It delivers a real-time, unified view of operations, ensuring regulatory compliance, seamless digital integration, and effective collaboration across the insurance ecosystem.
Our open system gives the possibility to integrate via API the platform with third party solutions.
- Centralized Management of Clients, Policies, and Claims
- Real-Time Portfolio Visibility and Control
- Seamless Integration with Compliance and Accounting Systems
- Customizable Tools to Maximize Broker Productivity
What you can do with our intermediaries management module
Centralized Management of Clients, Policies, and Claims
Manage in multi-language, multi-company, multi-mandate, multi-currency, and multi-tiered sales networks
Integrate easily with external systems through standard APIs
Create and manage print templates independently, including logos and content
Work on multiple tasks in parallel with multitasking capabilities
Go paperless and digitize communication and processes
Built to grow with your business
Functionalities and modules that expand the power of your broker platform:
Invoicing module
Generate customer invoices, print progressive documents, and send data to the third parties accounting solution. Automatic invoicing supported, including integration with electronic invoicing (SDI).
Lloyd’s module
Issue policies and generate Lloyd’s-compliant certificates, bordereaux, and statements.
Fleet module
Manage fleets tied to a single policy, with dynamic inclusion and exclusion of vehicles during the policy’s life cycle.
Bond module
Manage credit lines, tenders, and maximum exposure for public procurement bids.
Opportunities and agenda modules
Record and manage commercial opportunities linked to prospects or existing clients and manage your daily activities.
Self-service portal
A self-service portal enabling clients and producers to manage policies, track claims, handle documents, and perform digital signatures and secure payments via integrated third-party solutions.
Quotation portal
A user-friendly portal to create, edit, and convert insurance quotes, manage products and pricing, generate PDFs, email documents, and review or update existing quotes.
General accounting solution
An integrated general accounting solution for insurance intermediaries that imports technical entries, manages multi-level charts, cost centers, journals, and taxes, and generates balance sheets and official reports.
Analytics solution
The BI solution for intermediaries provides dynamic reporting and in-depth analysis, including portfolio performance, loss ratios, cost tracking, budget monitoring, and policy-level drilldowns.
Benefits
Your portfolio. Your control.
Customer Centricity
Enable full knowledge of your customer with a 360° complete view of its insurance portfolio
End-to-end portfolio visibility
Monitor and manage your entire insurance portfolio in real time.
Built to scale
Extend your capabilities across devices, languages, companies, brands, currencies and sales networks
High configurability
Tailor the platform and customer communications to match your organization’s processes, rules, and needs.
Digital-first experience
Serve clients better with digital processes, multichannel communication, and self-service tools.
Modular management
Incremental activation according to your needs. Adapt the platform to your growth, with zero disruption and full continuity.
Frequently asked questions
It simplifies fragmented processes by centralizing all brokerage activities—from policy administration to financial reconciliation. This improves control, reduces manual work, and enhances operational transparency.
Yes. Modern broker platforms are designed to support multi-company, multi-mandate, and multi-tiered structures across different languages and currencies, offering full flexibility for diverse business models.
Advanced filtering, smart task automation, and customizable interfaces allow brokers to prioritize key actions and manage their portfolio efficiently—without being slowed down by manual processes.
Definitely. Scalable solutions allow you to add functionalities, based on evolving business needs, without disruption.
Yes. With built-in reporting and analytics, intermediaries can monitor active portfolios, evaluate performance metrics like loss ratios or cost centers, and align results with strategic targets.
Definitely. Built-in alerts and deadline tracking help intermediaries stay on top of upcoming renewals, document submissions, or compliance tasks—minimizing missed opportunities.
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